Jenna Simpson is a CFP® professional at AE Wealth Management, LLC with four years of industry experience. She has held roles at Ashwood Metrics, where she is currently owner and creative director, and has operated as an operations manager in insurance sales at NuVenture Financial Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes standardized model and platform services to manage assets for a large number of clients through discretionary model portfolios and multiple investment strategies.

Kinley Harrison is a financial advisor at Commonwealth Financial Network with a Series 66 credential and one year of industry experience. Prior to joining Commonwealth, Harrison was associated with Executive Planning Solutions, LLC, Deavel Wealth Advisors, LLC, and several other firms. Outside of finance, Harrison has experience with The White Magnolia Bridal Collection and has held roles in education and hospitality. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a range of advisory programs and services including customized portfolio solutions, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while enabling advisors to construct portfolios from a broad array of securities and insurance products.

Grant Henderson is a financial advisor with Independent Financial Partners in Jacksonville, FL. He holds Series 65 and Series 63 licenses and has two years of industry experience. His previous roles include positions at TopClass, Seesaw, Adams Unlimited Enterprise, and Horne. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients with a decentralized advisory model that includes formal retirement-plan advisory and pension consulting capabilities.

Kyle Brown is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at GWFS Equities, Advised Assets Group, Bank of America, and Merrill. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Eric Smith Jr. is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2014 and has been involved with J.W. Cole Financial since 2011. Outside of his advisory role, Smith serves on the board of the Jacksonville Jaycees Community Foundation and is chairman of the Jacksonville Police & Fire Pension Fund board of trustees, where he provides investment advice and oversight. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm offers portfolio management, financial planning, and various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases using fundamental and technical analysis, model portfolios, or digital advice platforms.

Mini Jewahar is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds the ChFC® designation and the Series 66 license. Prior to joining Citigroup in 2022, she worked at Merrill from 2017 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jodene Gibbs is a financial advisor with Commonwealth Financial Network in Jacksonville, FL. She holds a Series 66 designation and has 10 years of industry experience. Gibbs has worked at Vista Wealth Strategies LLC and Commonwealth Financial Network since 2014. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Matthew Surrency is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill for 13 years before joining Empower Advisory Group and Empower Financial Services in 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers an integrated service model tied to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing.

Keri Shaw is a financial advisor at Empower Advisory Group with 17 years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Wells Fargo. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Moritz Mews is a financial advisor at Fifth Third Securities, Inc. in Jacksonville, FL, holding Series 63 and Series 66 licenses with 18 years of industry experience. His prior work includes roles at Bank of America, Merrill, Empower, GWFS Equities, and Advised Assets Group. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining various portfolio management strategies and tax-efficiency techniques.

Sarah Glenn Waters is a financial advisor at Citigroup Global Markets with 5 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Farah & Farah, PA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside its roles as a swap dealer and futures commission merchant.

Christopher Cazalas is a financial advisor at Transamerica Retirement Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Advised Assets Group, among other firms. In addition to his advisory role, Cazalas is the owner and president of the Congressional Information Bureau, a company that publishes a daily newsletter focused on the maritime industry. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners, offering managed advice and investment education services. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios to provide personalized asset allocation and retirement guidance through various advisory programs.

Michael Faraj is a financial advisor with TD Private Client Wealth LLC in Jacksonville, Florida, holding Series 63 and Series 65 licenses and having five years of industry experience. His work history includes roles at TD Private Client Wealth LLC and TD Bank N.A. since 2019, as well as prior experience with Kensington Church Orlando. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth private clients, offering portfolio management, access to mutual funds, ETFs, and separately managed accounts. The firm uses a combination of strategic and tactical asset allocation with investments from affiliated and third-party sub-managers and serves clients through a range of managed portfolios and advisory platforms.

James Aldrich II is a financial advisor with Brookstone Capital Management LLC in Jacksonville, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Brookstone since 2018 and also serves as president of First Coast Financial Group Inc, an independent insurance agency focused on fixed insurance products, a role he has held since 2004. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering a range of discretionary investment strategies and support services.

Michael Caira is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Regions Bank, Tactile Medical, Ricci Insurance Group, and Valic Financial Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Paul Testa is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses. He began his advisory career in 2025 and has prior experience at Principal Securities, Principal Life Insurance Co, ADP, Wolters Kluwer, Thompson Baker Agency, and iSolved HCM. He is also involved in outside insurance sales, including life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Samantha Levin is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 designations and 12 years of industry experience. She previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies with oversight committees to select and monitor managers and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Luis Chevez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2019, he worked at J.P. Morgan Securities LLC and JPMorgan Chase from 2016 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities with unique market roles, including operation as a swap dealer and futures commission merchant.

Jody Ayotte is a financial advisor with Lincoln Investment holding a Series 66 designation and 15 years of industry experience. She has been with Lincoln Investment since 2017 and is also affiliated with Legend Equities Corporation since 2011. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs, employing both strategic and dynamic approaches to portfolio management.

Paul Fibbe is a financial advisor with Valic Financial Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1999 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.